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I am back from the Berkshire Hathaway annual meeting in Omaha, Nebraska, and my brain is still spinning from the dozens of meetings and stimulating conversations. In a series of articles over the next few weeks, I’ll try to download the thoughts that were triggered by this trip, a lot of them unrelated to the main event — the Warren Buffett & Charlie Munger show — but rather by-products of the conversations I had.

I am back from the Berkshire Hathaway annual meeting in Omaha, Nebraska, and my brain is still spinning from the dozens of meetings and stimulating conversations. In a series of articles over the next few weeks, I’ll try to download the thoughts that were triggered by this trip, a lot of them unrelated to the main event — the Warren Buffett & Charlie Munger show — but rather by-products of the conversations I had.

Ed. Note: The following excerpt was broadcast on March 5th, 2015 via the Strategic Intelligence Report (SIR). Forty-seven weeks per year, the SIR offers money-making trading ideas, long and short, in easy-to-digest PDF format, along with a “macro view” and “tactical view” analysis of current market events (combining fundamentals, sentiment and price action).

The day the Buffet "value-investing" fanatics have been looking forward to all year, almost as much as the annual pilgrimage to Omaha, has finally arrived - hours ago Warren Buffett released his historic, 50th annual letter to shareholders, which is extra special because as the Oracle notes in the foreword, "Fifty years ago, today’s management took charge at Berkshire. For this Golden Anniversary, Warren Buffett and Charlie Munger each wrote his views of what has happened at Berkshire during the past 50 years and what each expects during the next 50."

REUTERS/Jason LeeWarren Buffett has his eyes on Yahoo's internet business.
He told CNBC on Monday that he'd be willing to help finance a bid including Quicken Loans founder Dan Gilbert for Yahoo's internet assets.